by Seb Wals | Apr 7, 2022
Megan Philbin joined Templar in 2018 and advises a wide range of financial services firms on their investor and client communications. Her Templar clients include top-tier asset managers, global investment banks, and insurance companies. She has a particular focus on...
by T3mpl4r4dv150r5 | Apr 2, 2022
Lindsey Larrabee is a former investment consultant. She combines over 12 years’ experience of building and managing client relationships – including at BNY Mellon and Oppenheimer Funds – with specialized expertise in financial psychology and behavioural finance....
by Seb Wals | Apr 2, 2022
Lidia Arshavsky is a certified executive coach and cross-cultural communication expert. Since 2015, she has trained thousands of professionals across sectors including financial services, technology, consulting and professional services. Her clients include Visa, JP...
by Seb Wals | Feb 16, 2022
James Compo has been training financial services professionals since 2013. He combines a deep understanding of the banking environment with broad L&D expertise. He joined from the Citi L&D team which supported the Private Bank and its Global Wealth parent....
by Seb Wals | Feb 3, 2022
Hugo Williams joined Templar in 2010 to expand Templar’s presence in the US. Before moving to the US, Hugo spent 10 years in financial services in the City of London. He worked principally in Institutional Sales and Relationship roles Before moving to the US, Hugo...